[PECCA GROUP BHD,TIV数量仍然低于2015年的TIV年度峰值,汽车市场的情绪相对较弱]
于本季度,这集团录得收入2899万令吉及税前利润258万令吉。与去年同期相比,收入增长14.67%,税前利润减少4.81%。总工业产量(“TIV”)为135,140,而去年为140,839(鉴于来自主要客户的替代型号的良好销售收入)。然而,出口市场和PDI市场(利润率较高),分别比去年同期减少23.61%和26.92%。此外,外国工人的征税成本较高,加班时间较长(由于新员工和某些客户的日常销售额不均匀飙升)和维修成本较高,导致毛利率较上年同期的24.72%降低到21.63%。
与前一季度相比:
出口市场和PDI市场分别下降13.95%和10.01%。加上外国工人的征税成本较高,加班时间较长,维修费用较高,导致毛利率较上季的24.66%降低到21.63%。
前景:
董事会仍然保持谨慎,因为这些TIV数量仍然低于2015年的TIV年度峰值。尽管汽车市场的情绪相对较弱,但鉴于目前一辆受欢迎的汽车替代模式的销售数量令人鼓舞,董事会仍然乐观地看待集团未来的表现。
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James Ng Stock Pick Performance:
Since Recommended Return:
1) Gtronic (GLOBETRONICS TECHNOLOGY BHD), recommended on 8 Jul 18, initial price was RM2.17, rose to RM2.71 within 1 month 6 days, total return is 24.9%
2) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM0.915 within 1 month 13 days, total return is 15.1%
我希望将我的策略分享给读者,希望他们在阅读后能够表现出色。我正在使用基本面分析(Fundamental Analysis):
预计公司每年的增长率必须> 14%
我想说服读者学习基本面分析FA以便能从股市赚钱。
我为想从马来西亚股票市场赚钱的读者提供STOCK PICK服务。想订阅我的邮件以从股票市场获取良好回报的人,可以通过 jamesngshare@gmail.com 或我的FB页面 https://web.facebook.com/jamesshareinvest/ 与我联系
最终决定永远是你的,谢谢。
James Ng
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[PECCA GROUP BHD, TIV volumes are still below the annual TIV peak in 2015, relatively weak sentiment surrounding the automotive market]
For the current quarter under review, the Group recorded a revenue of RM28.99 million and profit before taxation of RM2.58 million. This is 14.67% higher in revenue and 4.81% lower in profit before taxation compared to the preceding year quarter. There was a lower Total Industry Volume (“TIV”) of 135,140 compared to preceding year’s 140,839 in view of well received sales from a replacement model from a major customer. However, export market and PDI market, which yield higher profit margins, suffered a 23.61% and 26.92% reduction respectively compared to preceding year quarter. This together with higher levy cost for foreign workers, higher overtime (due to new workers and irregular spike in daily sales volume from certain customer) and higher maintenance cost resulted in a lower gross profit margin of 21.63% compared to 24.72% in the preceding year quarter.
Compared to the immediate preceding quarter:
Export market and PDI market suffered a 13.95% and 10.01% reduction respectively compared to preceding quarter. This together with higher levy cost for foreign workers, higher overtime and higher maintenance cost resulted in a lower gross profit margin of 21.63% compared to 24.66% in the preceding quarter.
Prospects:
The Board remains cautious as these TIV volumes are still below the annual TIV peak in 2015. Despite the relatively weak sentiment surrounding the automotive market, the Board remains optimistic of the Group’s performance going forward in view of encouraging sales number from the current replacement model of a popular car make.
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James Ng Stock Pick Performance:
Since Recommended Return:
1) Gtronic (GLOBETRONICS TECHNOLOGY BHD), recommended on 8 Jul 18, initial price was RM2.17, rose to RM2.71 within 1 month 6 days, total return is 24.9%
2) KKB (KKB ENGINEERING BHD), recommended on 1 Jul 18, initial price was RM0.795, rose to RM0.915 within 1 month 13 days, total return is 15.1%
I wish to share my strategy to readers, hope that they can perform well after reading this. I am using Fundamental Analysis:
the forecasted growth of a company must > 14% per year
I wish to convince readers to learn FA in order to make money from stock market.
I am providing STOCK PICK SERVICE for readers who want to make money from Malaysian stock market. Those who want to subscribe to my mailing list to achieve a good return from stock market, you can contact me at jamesngshare@gmail.com or PM me in my FB page https://web.facebook.com/jamesshareinvest/
Final decision is always yours, thank you.
James Ng
https://www.facebook.com/jamesshareinvest/posts/2094143560852387